"I copied the delivered Transaction Type LEAD and followed up with the copies of the Item Categories related to LEAD. Now when I goto my new transaction (Y001), the Evaluation tab is not present. Did I miss something somewhere? Heather "

Thanks for your note. I carried out the img settting and did get the surveys to show up on the evaluation tab in Leads. Apologies for the delayed response as I was burried under other several other issues.